YOU ARE IN A PRIVATE AND SECURE SESSION!
it all adds up
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We need some information to create your account.
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When it comes to money, having a plan will make you feel better

A plan that's simple, realistic, and manageable frees you to move forward, ready for whatever curve balls come your way.
You just need to know what to do next. We're here to help.

Start where you are.

  • I got a clear picture of my finances and what to do next.
  • I found out I’m doing a lot right after all.
  • I wasn’t sure we would have enough in retirement, but now I know what we should do.
  • I got a plan to pay off my debt, so we can start thinking about kids.
  • I was afraid of being judged – but instead I felt respected.

How it works

  • Subscribe

    We guide you step by step through a holistic planning process that supports your priorities. Check out our Client Profiles to see how the SUM180 Plan delivers for women at all stages. Not yet ready to subscribe? Explore our community to learn how SUM180 works for real members.
  • Prep

    The more accurate and complete the data you give us, the better and more focused your Plan. Getting your documents ready may take some time, but it will be worth it – and we’ll answer any questions you have along the way.
  • Enter your data

    Take our online interview in the privacy of your home. Depending on your situation, this step may take 30-45 minutes, but you may pause any time and finish later. To streamline this step, upload your statements and we will enter your data for you.
  • Get your Plan

    Your Plan will explain your three most important Next Steps. You’ll learn where you stand and what you should do next. If you have questions beyond the scope of your Plan, consider a consultation with a FI4Me financial adviser.
  • Join the
    conversation

    In the SUM180 Community, members are learning from and supporting one another as they work their Plans. Ask a question or share your own insight!
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SUBSCRIBE
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PREP
3
ENTER YOUR DATA
4
GET YOUR PLAN
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JOIN THE CONVERSATION

Meet the advisers

  • Angela Dorsey
    “The most rewarding part is when a client says, ‘I feel so much better now. I have a plan in place, I feel so relieved!’”
    Learn more about Angela
  • Cordi Powell
    “SUM180 is a great place to start. You can get your plan from home while in your pajamas and meet with your adviser over the Internet!
    Learn more about Cordi
  • Kelly Adams
    “Having a plan gives you permission to spend, to leave work, to take the grandkids to Disneyland. It takes off all kinds of pressure.”
    Learn more about Kelly
  • Elizabeth Buffardi
    “Often, things aren’t half as bad as you think! Knowing your next three steps lets you buckle down and start moving forward.”
    Learn more about Elizabeth

Julie
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Free Membership

  • Spending Tracker and other resources (preview)
  • Community access: Answers and support from members and experts
  • Money tips via our newsletter
  • Learn how SUM180 works for others before you subscribe

FREE

Subscription

  • All membership benefits
  • Plus:
  • Your Plan (details)
  • Run a new Plan as many times as you wish throughout your subscription year
  • Additional adviser services at $99/half hour
$129/year

Premium subscription

  • All subscription benefits
  • Plus:
  • Half hour consultation with a financial adviser
  • Additional adviser services at $99/half hour


$199/year
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Choose the membership level that's right for you

Free Membership
Subscription
Premium Subscription
Spending Tracker
Community access: Answers and support from members and experts
Money tips via our newsletter
Your personalized Plan
  • Your Next Steps
  • Spending tracker report
  • Income statement
  • Balance sheet
  • Consolidated holdings statement
  • And more
Run a new Plan as many times as you wish throughout your subscription year
Half-hour consultation with a financial adviser you can trust
Bundle price is 30% off the regular rate!
Option to purchase additional adviser services at $99/half hour
Price
FREE
$129/year
$199/year
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Resources

As a member, you may access tools like our Spending Tracker, and discover saving strategies that are working for others in our community.

You may also explore possible Next Steps in your SUM180 journey - learn why each step is important, how to get help, and what you need to know to get it done.
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